The Plan Wisely Resource Library

Video Transcription:  I’m a Saints fan, I’ve always been a Saints fan. I was a Saints fan when the Saints were bad and I’ve been a Saints fan ever since they drafted Drew Brees. Let…

  Video Transcription: A Stanford professor back in the 60’s took kids mainly four and five, put them in a room one at a time with one marshmallow. The instructions were: If you can go…

Every year after Mardi Gras is Lent.  Fat Tuesday, then Ash Wednesday. For the Christian, lent is a time of fasting with the purpose of drawing nearer to God.   For me, lent is a…

Let’s face it. Teaching kids about money seems hard. No one ever plans for their child to grow up and be broke, or lack money management skills. But it happens every day. If you have…

This time of year there is a game that we play around our house.  It’s called “Let’s be honest”. It started years ago in preparation for the deluge of new stuff (toys) my wife knew…

With summer 2017 in the books, and cooler weather on the way, the world continues to heat up.  The uncertainty in our country and world can create fear and anxiety for our finances and for…

fWith the new year comes new resolutions or recycled failed resolutions from the previous year.  Certainly hitting your goals will enhance our life…if you can just stick to your promises and hit the mark. Unfortunately,…

There is great debate about what some people believe about the Big Guy and his presence in the Christmas Holidays.  No matter what you believe about the man in red, though, there are at least…

With Thanksgiving behind and Christmas ahead we are in the middle of the gift giving season. What if you could give a gift that would build your wealth? In my day to day context wealth…

I have to admit I think Dee-1’s hit “Sallie Mae Back” is genius.  Maybe it’s because he graduated from my alma mater Ben Franklin, or maybe it’s because he has taken debt, one of the…

This presidential election cycle has many people anxious, especially investors. A common question I hear lately is: “What is going to happen to my investments if (Insert Donald Trump or Hillary Clinton, which ever one causes…